+504.3%
MUU vs TMO
+26.9%
+477.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.1% | -15.1% | -14.3% |
| 7D | -35.9% | +0.3% | -36.1% | -35.9% |
| 30D | -47.1% | +4.3% | -51.5% | -47.4% |
| 3M | -29.8% | +25.1% | -55.0% | -31.9% |
| 6M | +16.0% | +52.9% | -36.9% | +4.7% |
| YTD | +286.1% | +22.2% | +263.9% | +350.1% |
| 1Y | +504.3% | +25.4% | +479.0% | +592.0% |
| All | +504.3% | +26.9% | +477.4% | +592.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TMO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling